See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,639 | $80,717-15.0% | $154,803-55.7% | $84,808-19.1% |
| Participation rate | 43.9% | 66.8%-23.0pp | 78.1%-34.2pp | 68.3%-24.5pp |
| Annual return | 168.85% | 37.96%+130.9pp | 58.88%+110.0pp | 40.90%+128.0pp |
| Employer contribution / active EE | $1,546 | $2,761-44.0% | $4,305-64.1% | $2,631-41.2% |
| Participant deferral / active EE | $3,241 | $3,303-1.9% | $5,540-41.5% | $4,212-23.0% |
| Admin fee / account holder | $528 | $6,746-92.2% | $14,329-96.3% | $7,344-92.8% |